About Dave Shepherd, ChFC, CFP®

Dave is the founder of Shepherd Wealth & Retirement in Tucson, Arizona. Dave is a Chartered Financial Consultant (ChFC) and Certified Financial Planner™ practitioner (CFP®). Have a financial question? Click Here to contact Dave Shepherd.
Author Archive | Dave Shepherd, ChFC, CFP®
sec fraud alert video

Learn More About the Recent SEC Fraud Alert

I just wanted to update you really quickly on a fraud alert that’s come out from the SEC recently. And it is actually an alert where people are calling up and pretending to be SEC examiners, if you will, to help you make trades, verify trades, et cetera, things like that on your accounts. For […]

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Portfolio Changes Update, April 4, 2018

Portfolio Changes Update, April 4, 2018

Because of the market’s continued volatility there will be changes coming this week in almost all of our portfolios to a more preservation stance.

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